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Succession Planning

Avanti CPA’s Taxation Advisory for Succession Planning is designed to help business owners and families plan for a smooth and tax-efficient transition of their assets. Our expert team provides tailored strategies to preserve wealth, minimize tax liabilities, and ensure a successful transfer of ownership to the next generation or new leadership.

Our Services

Our Succession Planning Services include:

Comprehensive tax planning for asset transfer
Structuring ownership and shares to reduce tax impact
Estate and trust planning for wealth preservation
Business valuation and strategic exit planning
Coordination with legal professionals for seamless transition
Guidance on family governance and leadership succession

With gratitude, Avanti CPA respectfully acknowledges that our office is located within the Tk’emlúps te Secwépemc (TteS) territory, situated within the unceded ancestral lands of the Secwépemc Nation.